Investment Banking Associate - Business & Financial Services

MUFG Bank, Ltd.$170K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Minimum 2+ years of sell-side M&A advisory and investment banking experience with successful transactions from pitch to close
  • Experience in the Business Services sector is preferred
  • Knowledge of completed transactions in Food, Beverage & Agriculture sectors
  • Outstanding academic achievements from a prestigious institution
  • Strong attention to detail and excellent critical thinking skills
  • Proficient in financial analysis and modeling techniques
  • Excellent written and verbal communication skills
  • Self-starter with a proactive, results-oriented attitude
  • High level of maturity and ability to collaborate within a small team
  • Familiarity with S&P Capital IQ, Pitchbook, Salesforce CRM, and online data room platforms
  • SIE, Series 79, and 63 licenses required

Responsibilities

  • Organize and analyze due diligence processes and materials
  • Develop financial valuation models including LBO and DCF analyses
  • Prepare pitchbooks, information memoranda, and marketing presentations
  • Compile and contact prospective acquirer and investor lists
  • Participate in key stages of transaction execution
  • Support senior bankers in client relationship management
  • Collaborate with senior bankers on training, recruiting, and mentoring

Benefits

  • Comprehensive health and wellness benefits
  • Retirement plans
  • Educational assistance and training programs
  • Income replacement for qualifying employees with disabilities
  • Paid maternity and parental bonding leave
  • Paid vacation, sick days, and holidays
Full Job Description
The selected colleague will work at an MUFG office or client sites four days per week and work remotely one day. A member of our recruitment team will provide more details.

Intrepid Investment Bankers is expanding nationally and seeking to hire a talented and experienced Associate for our Business & Financial Services practice. The practice will benefit from significant deal flow opportunities generated through the firm's sponsor coverage, institutional referral relationships, and its parent company's broad corporate and financial services network, with relationships spanning business services, financial services, legal services, insurance services, human capital management, education and training, real estate services, and other outsourced service sectors.

Responsibilities
  • Organizing, reviewing, and analyzing due diligence processes and materials
  • Developing valuation analyses and models (projections, LBO, DCF, public comparables, historical M&A transactions, etc.)
  • Preparing comprehensive pitchbooks, information memoranda, management presentations and marketing materials
  • Compiling prospective acquirer & investor lists and contacting acquirers & investors
  • Performing key steps in the transaction execution process
  • Supporting senior bankers in establishing relationships and maintaining direct contact with current and prospective clients
  • Interacting with senior bankers to help build the firm (training, recruiting, mentoring, etc.)


Qualifications
  • Minimum of 2+ years sell-side M&A advisory and investment banking experience with record of completed transactions from pitch to close
  • Experience across the Business Services sector preferred
  • Demonstrated knowledge of completed transactions from pitch to close in various Food, Beverage & Agriculture sectors
  • Outstanding academic credentials from a top tier school
  • Demonstrated critical thinking, process oriented, and strong attention to details
  • Excellent written and oral communications skills
  • Highly proficient financial analysis and modeling skills
  • Proactive, results oriented, can-do attitude, team player
  • Self-starter willing to work in an entrepreneurial, demanding, and fast-paced environment
  • Significant level of maturity and the ability to work collaboratively as part of a small team
  • Proficiency with S&P Capital IQ, Pitchbook, Salesforce CRM and online data room platforms
  • SIE and Series 79 and 63 licenses are required


The typical base pay for this role is $170,000 depending on job-related knowledge, skills, experience, and location. This role may also be eligible for certain discretionary performance-based bonus and/or incentive compensation. Additionally, our Total Rewards program provides colleagues with a competitive benefits package (in accordance with the eligibility requirements and respective terms of each) that includes comprehensive health and wellness benefits, retirement plans, educational assistance and training programs, income replacement for qualified employees with disabilities, paid maternity and parental bonding leave, and paid vacation, sick days, and holidays. For more information on our Total Rewards package, please click the link below.

MUFG Benefits Summary

The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities duties and skills required of personnel so classified.

About MUFG Bank, Ltd.

MUFG Bank, Ltd. Careers

There has never been a better time to join the global team at MUFG Bank, Ltd., a premier institution recognized for its leadership in the financial sector. MUFG Bank, Ltd. offers a plethora of job opportunities that cater to a variety of skills and interests, all while fostering professional growth and innovation.

Work You’ll Do

Join MUFG Bank, Ltd.'s distinguished team to assist some of the most sophisticated clients in navigating their financial landscapes. At MUFG Bank, Ltd., team members lead from a unique position in the marketplace, at the crossroads of financial expertise, industry knowledge, and digital innovation. Engage with a global team of business and financial advisors to help clients master their economic strategies and challenges. Collaborate with the largest group of finance professionals in the industry – a network that spans across continents offering unmatched opportunities for networking and professional development.

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